Archive for August 28, 2019

Springshare Tools: Excellent Examples You’ve Got To See!

On the lookout for Springshare Examples You will love

Librarians Are Doing Such Amazing Work — We Have To Share!

The level of energy is always pretty high here at Springshare. But, lately, we’ve been seeing such exceptionally cool work being done with our solutions, that the excitement level definitely goes up even more. We absolutely love to see smart LibGuides, super helpful LibAnswers FAQs, stunning and useful LibInsight dashboards and seamless integrations of LibCal. What do we love even more? Sharing these fine examples with you!


So, get ready to be inspired. And, remember, enthusiasm is contagious. Don’t be afraid to try new ways to help your patrons. Have fun.

Be Open To All The Possibilities With LibGuides.

There are many LibGuides out there that aim to suggest books to patrons. Some are seasonal like Summer Reads, while others help you delve into extensive collections like Graphic Novels. You’ll find recommendations by genres like Detective Fiction, Crime and Mystery Novels, for instance.

One of the things people have always done is to ask librarians for recommendations, so these guides are a great way to proactively meet this need. Could the guides go on forever? Yes? Who doesn’t have more favorites that can be included? But inclusion — and what that truly means is a conversation we should be having.

Edith Campbell, a librarian at Indiana State University, built a LibGuide that has received a lot of positive attention since she shared it on social media and with good reason. The guide focuses on Inclusive Youth Literature. She begins by saying, “Diverse Books Matter” then shares the link to an article from the National Council of Teachers of English called, Students Have A Right And A Need To Read Diverse Books.

Her guide shares general resources for good sites for finding books that address inclusion, diversity, anti-racism and more. It’s organized with tabs for Educator Resources, Disabilities, IPOC – Indigenous People and People of Color, LGBTQIA, and more. This guide is an amazing resource and we couldn’t wait to share it. 

Create The FAQs They Need — And Include Images!

Creating and publishing an FAQ from scratch is a great way to build up a healthy amount of LibAnswers FAQs. This makes your LibAnswers Platform incredibly useful as patrons can search it day or night with a greater chance of finding what they need. As you generate these FAQs consider what will be the most impactful way to answer the question. Being as illustrative as possible is always a plus.

Delaware County Community College is on the right track to serving its patrons with a very useful FAQ answered by Eleanor Goldberg that answers the question “Are my textbooks available in the library?” The content alone should make it a very popular FAQ. However, the number of hits is not the only thing that makes an FAQ a successful one.

  • They picked a great topic
  • They included the perfect screenshot
  • They added a callout to really zero in on the important part of the image
  • They included links within the answer for more information
  • They shared the FAQ on social media to proactively reach even more people.

Kudos to the attention DCCC pays to their FAQs. It’s a strong step in the direction of next-level service.

Dashing LibInsight Dashboards Stop People In Their Tracks.

Of all the powerful features in LibInsight, the ability to create dashboards is one of the showstoppers. We know that the next step for your data involves

  • The ability to hold everything you’ve got, past, present, and future
  • Multiple ways to analyze the data and look at correlations
  • Having an effective way to share your pertinent data with interested parties

Creating accessible dashboards is an invaluable way to communicate essential information. You can make them frozen snapshots of a particular time period like the 4th Quarter. Or, you can set them up so they auto-update showing the last 2 weeks, let’s say.

We had to share with you this terrific dashboard from Massasoit Libraries put together by Erin McCoy.

It is organized and designed to show, What’s Happening in Brockton – Previous 2 weeks. Titles like these are critical so that a person looking at it knows instantly what is being displayed.

Erin is able to convey Reference data like

  • User Help Totals by Day
  • Interactions by Time of Day
  • Question Type (Computer Assistance, Directional, Equipment, Homework Help, or Library Related)
  • Reference Questions (Citations, Database use/Finding Articles, etc.)

This dashboard with its charts and graphs is easily ingestible. You know exactly what is happening at the library at a glance.

The dashboard updates on its own because it’s been set to feature a rolling date range so you don’t have to keep rebuilding and rerunning stats.

Whether you want to make private or public dashboards, they are an attractive way to keep your audience involved and informed.

Seamless Integrations Keep Patrons Focused.

LibGuides and LibCal work so brilliantly together that it’s nice to see them integrated. For instance, if you’re having an author event that you put on your calendar with a sterling description and enable registration — it makes sense to build a guide on the author, too. You can include a nice photograph and add their books, and perhaps embed a video of an interview. You can easily add this related LibGuide to the event at creation. As your patrons have a look at the event listing, they will have the opportunity to check out your guide as well.

San Jose State University recognizes the value of a LibGuides + LibCal partnership. They have seamlessly integrated the Springshare solutions in their beautiful 3D Printing LibGuide. The home page of the guide delivers vital introductory information and spotlights the 3D printers with stunning photos of the machines. The second page titled Schedule Your Print allows you to do just that. You can book a time to use one of the 3 printers. It features an embedded LibCal Space Booking as an iframe that patrons can interact with right on the spot.

This thoughtful execution from SJSU is easy to achieve and goes a long way toward creating an outstanding patron experience. This is the goal, after all. These first-rate examples all show a dedication to the people you’re serving. That commitment is something that benefits us all.

 

Ideas for Re-engaging Patrons in LibAnswers

If you’ve been using LibAnswers for awhile, you might be looking for fun and new ways to reinvigorate and boost usage of your various LibAnswers services.It happens to all of us, we get into a groove and then coast along.

But, if you’re noticing your stats are staying consistently steady, or flatter than Wile E. Coyote after using a catapult (this pun brought to you by Springy Greg! 🙂 ), it might be time to consider implementing some of these tips to turn that plateaued bar chart into a steep spike!

Reimagining LibAnswers FAQs

In case you missed it, SpringyCamp – Springshare’s virtual user conference, occurred on July 31, 2019. Among the amazing lineup of presenters (all of which you can watch here), was a presentation by Mikki Smith from the Corning Museum of Glass on Reimagining LibAnswers FAQs.

Bit of Background

The Corning Museum of Glass has been using LibAnswers since 2014 and created most of their public FAQs from an old database of FAQs from a previous system. Many of the FAQs included attached .doc bibliographics.

Around 2016, they became a bit more selective about which questions should turn into public FAQs, but did not retroactively apply that criteria to existing FAQs.

In 2017, they began to add images to existing FAQs and to use FAQs to highlight exhibitions.

Then, in 2018, looking at data from Google Analytics, they decided to reimagine FAQs as a mobile-friendly experience. Why? Because they noticed that a large percentage of their visitors were from mobile-devices. Thankfully, LibAnswers comes mobile-first right out of the box. But with some small tweaks to their FAQ content, they were able to make their FAQs more user-friendly, more mobile-friendly, and saw their usage stats increase.

Corning Museum of Glass FAQ – On Desktop

Starting with 1,300 FAQs to revise, it was a big project to undertake. Here’s some of the tips from Mikki’s presentation on reimagining their FAQs as an up-to-date visually appealing set of questions:

Same FAQ – On Mobile

  • Visuals – The Corning Museum of Glass has gorgeous objects on display. They make full use of that by embedding images into their FAQs to enrich the user-experience.
  • Improving the Metadata – Improving the FAQ metadata (FAQ title, answer, keywords, topics) helps to improve the SEO and findability of their FAQs. From their Google Analytics data, they found that 80% of their FAQ-traffic came as the result of a Google Search. Meaning that most users weren’t starting at the Library website. They started at Google and then found one of the FAQs because of a Google search on their topic of interest.
  • Actively Linking to Content – The Library and Museum have a ton of content to share with users. Don’t reinvent that content in your FAQs. Link to it in your FAQs to improve SEO and reduce duplication of content and efforts. Mikki and the team try and have at least one link out to existing Library and Museum content on each FAQ so it’s more of an experience and an opportunity to explore.
  • Rich Digital Content – The Library & Museum have videos on their YouTube page. By embedding them in their FAQs, they’re actively promoting their digital content and improving the experience for the patron.
  • Establish a Workflow – Create a workflow to ensure FAQs are updated. Mikki’s team divided the FAQs so each librarian has a dedicated number to review each month.
  • Promote on Social – Proactively promote your FAQs on social media to improve findability and increase your digital outreach.
  • Highlight Exhibitions – Whether or not your library has exhibitions, you might do custom displays for books (i.e. Poetry Month) or a promotion of archives, or an event. Consider creating a LibGuide on that exhibition, event, or display and then embed FAQs right onto it. Corning Museum of Glass did this with their New Glass Now Exhibition LibGuide and then added a tab to their LibAnswers homepage to highlight those FAQs there too.

Highlighting Exhibition, Display, or Event FAQs right on your LibAnswers Homepage

 

Launching Proactive LibChat

If you’ve been offering virtual chat reference services for awhile now, your users might be accustomed to the service and your usage stats are steady, but not increasing.

If you’re looking for a way to increase usage stats of your LibChat reference service, without launching a whole new advertising campaign, consider implementing Proactive LibChat. Proactive LibChat simply turns your LibChat widget into a proactive one – popping out after a customizable period of time asking the user if they need help.

So, instead of waiting for them to ask for help, you can offer help first. Enabling Proactive LibChat is as easy clicking a check-box on your LibChat Widget Builder. We outline how to setup Proactive chat on this blog post.

Institutions that have enabled proactive LibChat saw varying increases in usage from 230% (CSU – Dominguez Hills) to 600% (University of San Diego’s Copley Library). While we can’t promise how your specific demographic will respond, recent research articles written by Michael Epstein from the University of San Diego’s Copley Library and another from Lydia Pyburn from The University of Texas at Arlington Library indicate that the answer is yes!

Upcoming Webinars – Guest Speakers

If you’d like to learn more about LibAnswers Proactive Chat, we have two upcoming guest speaker sessions from real libraries using Proactive LibChat. Sign-up below:

Optimized Session

If you’re in the European Union and you’d like to learn more about LibAnswers and proactive LibChat, we have an optimized time for you!

Letters From SpringyCamp – Recordings Available!

‘Camp might be over, but the memories (like the smell of s’mores) live on!

In case you missed it, our annual SpringyCamp virtual conference took place on July 31, 2019. SpringyCamp is Springshare’s virtual user conference giving you, our Springy rawkstars, a platform to showcase all the amazing stuff you’re doing with Springshare tools.

Since its inception in 2012, SpringyCamp is our most fun – and dare we say – exciting events. In fact, we look forward to it all year long down at Springy HQ. Why? Because we get to watch you! We get to learn from…you. The change agents, the harbingers of innovation, the cutting-edge pioneers… you teach not only other Springy users, but you teach us as well. And at the end of every SpringyCamp, all you hear down at our virtual water-cooler is – “well that was amazing!”, “did you see how they did that thing?”, “oh wow, I had no idea you could that with LibGuides!”. We’re as giddy as a kitten in front of a fresh scratching post.

If you didn’t get to experience SpringyCamp live, and you want to join us in the giddy-circle… well you’re in luck! All SpringyCamp recordings, along with presenter notes/slides are available. So if have 20minutes or a couple of hours – pull up your bag of marshmallows and get your sticks ready, cause you’re about to have a sm’roaring good-time!

One last thing, during ‘Camp, we asked guest speakers and SpringyCamp counselors to share the books and shows they’re binging on. So check-out the Books and Movies to Write Home About and if all this talk of s’mores has you craving some gooeyness, we have a S’mores recipe with your name on it!

SpringyCamp Presentations

Tessa Withorn California State University Dominquez HillsTessa Withorn, California State University Dominguez Hills Library

You Shall Pass: Designing Engaging, Student-Center LibWizard Tutorials

Learn how one librarian designed and pitched a course-integrated tutorial for a fully online undergraduate nursing course to introduce evidence-based practice. Tessa will discuss her process of integrating open education resources, animated videos, infographics, and hands on searching to engage students in a discipline-specific research process.



Ellen Filgo, Baylor UniversityEllen Filgo, Baylor University Library

Assessing Research Consultations: Surveying a ‘Captive’ Audience

When the Baylor University Research and Engagement Librarians moved off the reference desk in 2013, they ramped up their research consultation program, using LibCal’s appointment scheduler as a convenient way for students to book appointments with the librarians. In 2017, they came to the realization that there was an untapped opportunity for assessing their program, through LibCal’s automatic email system, which sends a follow-up email to each person making an appointment.


Evan Barber, University of Illinois SpringfieldEvan Barber, University of Illinois Springfield Library

Oh, the Things You’ll Curate: Using LibGuides and LibWizard to Promote Collections and Track Success

Spreading the word about a new collection can be hard and tracking the success of social media posts and events can be even harder. This session will cover how to use LibGuides as a collection curation platform, leverage LibWizard to keep track of suggestions and checkout agreements, and using the reports built into those products to identify if events and social media posts are successful.


Catie Carlson & Luann Edwards, Tiffin UniversityCatie Carlson & Luann Edwards, Tiffin University Library

Using LibCal to Create Consistent Instruction

With nearly half their student population online, it made sense to have a librarian dedicated to online services. They created a touchpoint for online students and a contact in online course development similar to the campus processes. This presentation will walk through how Catie Carlson and Luann Edwards leveraged LibCal to offer similar library learning opportunities and interactions to the entire whole university.


Mikki Smith, Corning Museum of GlassMikki Smith, Corning Museum of Glass

From Answer to Experience: LibAnswers FAQs Transformed

In 2018, the Library’s Public Services Team formalized a plan to re-imagine the pool of several hundred static, redundant, and sometimes out-of-date published FAQs to function as a mobile-friendly, visually appealing introduction to Library and Museum resources. The project has so far raised the profile of the library within the organization and allowed them to strengthen collaborative relationships with other departments as they update the information they provide and the ways in which they provide it.


Bonnie Lafazan & Jessica Kiebler, Berkeley College LibraryBonnie Lafazan & Jessica Kiebler, Berkeley College Library

Using LibInsight to Reshape How We Assess our Marketing & Outreach Efforts

In order to measure the library’s positive impact on the college community, Berkeley College Library’s Outreach & Marketing Committee designed an assessment workflow using a LibInsight form, which allowed them to effectively assess and analyze programming ad outreach efforts, which are aligned to the institutional goals and the library’s operational goals.


Zoe Rath, Berklee College of MusicZoë Rath, Berklee College of Music Library

Moving Beyond Subject-Focused LibGuides

Zoë showcases the unique ways that they used LibGuides to promote library displays, library and campus events, faculty class guides, and even a conference. They partnered with the archives department and created a portal back-in-time to showcase historic black & white photographs celebrating Woodstock’s 50th anniversary using the LibGuides blog functionality.

Congratulations to our Survey Winners

This year, we gave away a free pair of ‘Camp socks and our limited edition Springy tote-bag to three lucky Campers… who completed the feedback survey!
Congratulations to Laura Dumuhosky, Jeanette Hatcher, and Jennifer Walz! Enjoy your ‘Camp socks!

Code Release: New LibCal, LibGuides, LibAuth, LibInsight, LibWizard, LibAnswers, and LibCRM features coming your way!

We’re not sure how this happened so quickly, but it’s already August! Many of our customers are in “back to school” mode, finishing up projects and getting everything ready for the new school year. That means here in Springy-land our support and training teams are sprinting to help all of you with everything you need to start the new school year right (and just start August on the right foot, if you’re not one of those getting ready for a new school year)! What better way to start August than with a bunch of new features? …maybe by having some ice cream while reading all about them? Mmmmmm….

These releases are on their way to you next week, and will be live in all regions by the end of the day on Friday, August 9.

Read about: LibCal | LibGuides & LibAuth | LibInsight | LibWizard | LibStaffer | LibAnswers | LibCRM

LibCal

We’ve been busy working to bring you the following LibCal features and fixes across every module in the system!

Billing

  • Record a payment note when cancelling/refunding an in-person payment. The payment note recorded when the cancellation is made will show in the payment details modal for an event registration or equipment/space reservation.
  • Override the cost of a booking on the admin side during the equipment/space booking process. Head to Equipment or Spaces from the main menu and make a booking in a billable equipment or space category to access the new cost override field.
  • ‘Status’ and ‘Payments’ columns are now part of the Event Explorer CSV export if the event is billable. Go to Calendars > Event Explorer for a calendar that has a billable event. After searching in the Event Explorer, click the ‘Export Data’ button to see these two fields in the CSV output.

Appointments

Features
  • By popular request, we have started to add more granular user permissions to LibCal! There is now an account level permission to restrict Regular users to only be able to run the Appointments booking explorer for themselves and no other users.  Head to Admin > Accounts > Edit Account > Permissions Tab to change this setting.
  • Also by popular demand, since we recently added cancellation information to the Spaces booking explorer, we’ve added it to the Appointments booking explorer as well! Head to Appointments > Booking Explorer to view who cancelled an appointment and the date and time of the cancellation.
  • The appointment cancellation process now allows additional notes to be sent in the email that the patron receives when an appointment is canceled on the back end of the system. Head to Appointments > My Appointments to cancel a booking and send additional notes in the ‘Admin Cancel Email to Patron’ template. (NOTE: The {{{ADDITIONAL_INFORMATION}}} token must be present in the ‘Admin Cancel Email to Patron’ template for this field to appear in the email.)
  • New email template: ‘Rescheduled Email to Patron’. Previously if an appointment was rescheduled, the system would send the confirmation email to the patron, without specific information that it was a rescheduled appointment. This new template improves communication with patrons by specifically stating the appointment is a rescheduled one. Head to Appointments > My Settings to configure this new email template.
  • When making an appointment booking on the admin side of the system where you are choosing a specific group, the categories dropdown now shows the categories in two distinct sections: ‘Supported Categories’ (the categories that apply to the selected group) and ‘Other Categories In The System’. Head to Appointments > My Appointments and make an appointment booking, selecting a group, to see this in action.
  • The ‘Directions’ field will no longer show on the public appointments confirmation booking page if no directions exist or pertain to availability set for an appointments user. Previously, the field descriptor would show but there was no information after it.
Fixes
  • We’ve corrected an issue with the Appointments email template previews where any HTML inside the template would display as code in the preview.
  • We’ve corrected an issue where the public Appointments booking page would show availability (although it could not actually be booked) on a day when there is none available for a group using the ‘Show Group Nickname’ option.

Events

Features
  • We’ve added a new system generated email to notify event owners when a patron cancels an event registration.
  • Events that require registrations have new options for when registrations close: 15, 30 and 45 minutes before the event. Head to a Calendar that has an event requiring registration (add a new one) to see these new options.
  • We’ve improved the end date selection field when creating an event to automatically default to the start date selected for a recurring event. Previously, the end date would default to the current date. Head to a Calendar and set up a recurring event in the future to see the new end date default selection.
  • After saving or publishing an event using the Publishing Workflow, you’ll now return right back to the Publishing Workflow page instead of the calendar.
  • When viewing Event registrations, the ‘View User History’ modal now has a column displaying the date of the event in addition to the registration date that previously displayed in this modal. Head to a Calendar, choose an event that requires registration, then click ‘Manage Event’. Click the ‘View User History’ icon for any of the event registration records to see this additional field.
  • Phone numbers and barcodes (if applicable) now display in the Event Explorer and its related data export. Go to Calendars > Event Explorer and search for an event where the registration form includes phone number and/or barcode. When clicking the ‘Show’ button on the event record that is returned, the phone number and barcode fields display. Click the ‘Export Data’ button to see these new fields in the CSV output.
  • The Event Explorer now has an option to include the event description when using the ‘Search’ field. Without this new option selected, the ‘Search’ field will only search for events based on the event title. Head to Calendars > Event Explorer to see and use this new option.
  • We’ve added missing language keys for the public events calendar for when multiple calendars are selected as well as the the filter options for the number of selected filters and the “Filter by Type” verbiage. Head to Admin > System Settings > Language Options > Custom Language > Events Pages to configure these new language keys.
Fixes
  • We’ve corrected an issue where editing the ‘registration close’ value for an event series would reset the start and end time of individual events that differed from the original event series start and end time.
  • We’ve fixed an issue with the full calendar widget where the ‘Audience’ list did not appear when selecting filters to hide.  Head to Calendars > Widgets, then select the ‘Full Calendar’ widget where you will now be able to hide specific audience filters.
  • When a patron cancels an event registration, they will see the relevant event details on the public cancellation confirmation page for confirmation.
  • On the public event card view, locations with commas now properly display.
  • We’ve resolved an issue with cancelling event registrants from an event series where the patron was not registered for all events in the series. Previously, when trying to cancel a registration in this scenario, an error would appear not allowing the registration record to be deleted.
  • If an event’s booking form has phone number included, the waitlist will now sort initially by registration date/time instead of the phone number column. Head to a Calendar and choose an event that has phone number included in its booking form and waitlist records exist to see the corrected default sort.
  • The Upcoming Events widget now properly processes the max number of events value.
  • We’ve fixed the calendar color options selected for the admin view of a calendar. Previously, the colors selected did not apply to the calendar. Had to a Calendar, click on the ‘Settings’ drop-down and select ‘Color Options’ to set the colors for the calendar.
  • We’ve corrected the ‘Today’ language token so it will correctly apply to the public event calendar view.

Equipment & Spaces

Features
  • Select an event template when creating an event from a space booking. Go to Spaces > Availability and click on a booked space in the grid. In the section that displays the booking details, click the ‘Create Event’ button. If any event templates are set up in your LibCal site, an option will appear to select a template or create an event from scratch.
  • You can now remove Hours templates that are no longer in use without affecting any of the stats reports. Head to Admin > Equipment & Spaces > Manage Hours Templates to remove any template from the list that is no longer in use.
  • We’ve enhanced the Confirmed Bookings calendar to include the ‘nickname’ for a booking (if one exists) on the initial view of the calendar. Head to Spaces > Confirmed Bookings to see the ‘nickname’ associated with a booking on the initial view of the calendar.
  • We’ve added support for booking lead times for K12 (a.k.a., school libraries) sites. Head to Admin > Equipment & Spaces, click on the Spaces link for your K12 location, click ‘Edit Category’ for any space category and then on the Booking Limits tab, where you will find the booking lead time setting.
  • We’ve added the Booking ID for both the Equipment and Spaces Booking Explorer exports. Go to either Equipment or Spaces, click on the Booking Explorer tab, run a search, and then click on the ‘Export’ button. The Booking ID will now be included in the CSV output.
  • We’ve added any notes that existed in the Room Bookings to display in the Spaces module for any bookings that were migrated over during the Room Bookings to Spaces migration process.  Go to Spaces > Availability, find and click on a booking that was migrated from Room Bookings. When the details of the booking load, the notes (if applicable) from Room Bookings will now display.
  • We’ve improved the Equipment ‘Fines’ page by adding the show/hide columns, Excel, PDF, and CSV buttons to be used in conjunction with the datatable results returned from searching on this page.
  • We’ve added a language token for the verbiage that displays on the Equipment/Spaces public booking cancellation page.  Head to Admin > System Settings > Language Options > Custom Language > Equipment & Spaces to customize:
    • “Click on the ‘Cancel Booking’ button to cancel an individual booking”
    • “Click on the ‘Cancel Booking’ button to cancel an individual booking or the ‘Cancel All Bookings’ button to cancel all.”
  • We’ve enhanced the public page equipment search to re-load all items on the page if a search is cleared.
Fixes
  • The availability grid for the Equipment module is now properly displaying longer padding windows associated with booked items.
  • We’ve corrected an issue where if the ending hours for an equipment item was set to 12am and later, the reservation would automatically put the end time to the next day’s opening hours.
  • We’ve corrected an issue where inactive spaces were adding to the ‘Time Available’ data when running stats for a space category. Go to Stats > Spaces and then run the report for a space category where there are inactive spaces. The ‘Time Available’ value will no longer include these spaces.
  • We’ve corrected an issue where, when pulling data through the API, an extra millisecond was being returned when a custom time was in use for a space or equipment item.
  • We’ve fixed an issue where, when creating a recurring booking, bookings that were not created because of a clash would still show up in the booking confirmation email.
  • We’ve corrected an issue when a space or equipment category was set up for both 2-step verification and mediation.  The confirmation emails will now include the mediated booking dates and times.

Misc Fixes

  • We’ve fixed the Google Maps integration for Hours locations on the public pages. Head to Admin > Hours and modify the settings of a location or department to set the latitude & longitude or place id values. Next head to Admin > Look & Feel > Homepage Editor or Hours Page Editor to display the Google Maps integration on the public pages.
  • We’ve corrected accessibility errors when an ‘Error 404’ page is viewed.
  • We’ve corrected an issue when LibAuth rules are in use and are set to auto-populate the First Name field.
  • We’ve fixed the LibApps signature option for event and appointment email confirmations. Head to Admin > System Settings > Email Signatures to allow users to set their email signature using the signature set up in their LibApps profile.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides & LibAuth

We have a small series of fixes for LibApps and LibGuides this month! We’ve been working to tune up the back end, but you’ll also notice these changes:

Accessibility

  • We made the contrast of the homepage sidebar buttons WCAG 2.0 AA compliant.
  • If you assign a custom language to a group, that language designation is correctly assigned to all guides contained in that group. Some of you reported that the language tag was getting flagged by your accessibility checkers.
  • We removed a duplicate ID from the system and group homepages. If you target #s-lg-index-cols to style guides lists on your group or system homepages, please see the table below for details on what to look for in your custom CSS. Protip: now you can customize the homepage guide lists separately if you’d like to!
To target this element on the system or group homepage
Use this ID in your custom CSS
All Guides list
#s-lg-index-list-guides
By Group list
#s-lg-index-list-groups
By Subject list
#s-lg-index-list-subjects
By Type list
#s-lg-index-list-types
By Owner list
#s-lg-index-list-owners
All lists
#s-lg-index-list > section > div

LibAuth

The LibAuth updates this month center around the SIP2 authentication protocol. We’re seeing a lot of use of this from you, and are pleased to bring you some additional related features.

  • We added a toggle that allows you to honor or ignore any blocks returned from your ILS. If you’d like to allow patrons who are blocked for too many checkouts/fines to book LibCal rooms, now you can!
  • We’ve extended group permissions to SIP2 configurations. If you would like to restrict LibGuides or LibCal resources to particular groups of patrons, now you can!
  • We’ve enabled LibApps login for SIP2 configurations. You can use this if you would like your staff to log into LibApps using their SIP2 credentials.

Additional LibGuides fixes and features

  • We’ve added the Export All button to the Guides Statistics reports so that you can download an entire report.
  • We’ve improved the password reset process to make it more secure. Now when you reset your password, an email is sent to the address you provide.
  • We fixed the Tags filter in the LibGuides community site.
  • We’ve changed the classes used when you create a table in a blog post, so that they look the same as tables that you create in other LibGuides content. When adding or editing a table, simply use the Class dropdown (on the Table Properties screen) to choose the Bootstrap Table class(es) you’d like to use. The default is to have a table with borders.
  • We fixed a couple of issues with search results that were causing Subject names to appear more than once, and for the page results in Bento search results to have the wrong links.
  • We fixed an issue with LTI widgets that was causing links to open in the same window even if a new window was specified by your LMS.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibInsight

We have been busily recoding the back end of LibInsight to improve performance and modernize the code. We’ve also got this list of smaller improvements to bring you:

COUNTER-related updates

  • We removed the link to the now-defunct COUNTER Release 4 validator.
  • We made several improvements to scheduled SUSHI fetches. Specifically, we delete a schedule when a provider, dataset, or platform using the schedule is deleted. We also added some validation for the “Recurring Until” dates.
  • When you copy a platform from one dataset to another, you’ll now copy any invoices and licenses that you’ve added to the platform. This includes invoice line item details, and file attachments, as well as license file attachments.
  • We added some error information to the emails you get when a SUSHI fetch fails. This will help us in troubleshooting.
  • We have added the &platform parameter when retrieving SUSHI files. Some vendors require this to differentiate among the platforms that they provide.
    screenshot showing new platform field in the sushi provider dialog

Additional fixes and features

  • We improved the interface for choosing more than one value when adding a filter in custom dataset analysis.
    screenshot showing additional help text to assist with selecting more than one value in a filter
  • We changed the Last Login field on the accounts screen so that it uses the timezone set in System Settings. It’s pretty awesome that people were logging in from the future, but we decided to go for accuracy instead. 😉

Upcoming LibInsight Training Sessions:

Check out our recorded sessions!

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LibWizard

Abracadabra: magical new features such as the LibAuth integration and the Certificate of Completion are coming! (Thank you for your patience with those two features!)

LibAuth Integration

If you subscribe to the full version of LibWizard (i.e., you can create Forms, Surveys, Quizzes, and Tutorials in your system), you can put any form, survey, quiz, or tutorial behind a login, allowing only users at your institution to access it. Once a patron is successfully authenticated, their name and email address can also be automatically populated in to fields in your form (etc.).

To use this new feature, first make sure you have a LibAuth configuration for your institution’s authentication system set up in LibApps. (LibAuth Documentation) Once that’s set, go to LibWizard > Admin > System Settings > Advanced > Enable LibAuth Integration. Click the word Disabled to change it to Enabled, then select the configuration(s) you want to use. Click Save. Now you’re ready to use it on forms, surveys, quizzes, and/or tutorials!

While editing an item, go to [Item] Options > Basic Info > Enable LibAuth Authentication and choose the authentication config you want to use from the dropdown. If you’d like to map users’ name and email to fields in the form (etc.), select the fields to map them to in the “Map user info to fields” section just below the LibAuth option.

Screenshot of LibAuth Integration Settings

This is just the beginning! LibAuth integration opens up a floodgate of potential new and exciting features, like only allowing a user to take a quiz once or allowing users to save a tutorial and continue where they left off at a later time. Make sure you sign up for blog notifications (top right side of this page) so you’re one of the first to know about new integrations!

Don’t subscribe to the full version yet, but interested in finding out more? Check out our guide on the differences between LibWizard and LibWizard Lite, then contact our amazing Sales team for a trial / pricing information!

Certificate of Completion for Quizzes and Tutorials

Create a Certificate of Completion that users can save, print, or email after they have completed a quiz or tutorial. Customize the certificate through the use of tokens, which automatically fill in the appropriate data for that item. Available tokens include the name of the quiz/tutorial, the library name, date, and grade.

To enable Certificates of Completion, edit the quiz/tutorial’s “Thank You” screen and go to the “Certificate of Completion” tab to enable and customize it.

Other New Features

  • Randomize Quiz and Tutorial Questions
    Make quizzes and tutorials more robust and deter copying by randomizing question order.
  • Re-Ordering choices and options
    Need to change the order of choices in dropdown or checkbox fields? No problem! Just drag options around in whatever order you choose.
  • Allow multiple answers in Grid questions
    Make the grid option behave like checkboxes: allow multiple answers per row!
  • Progress bar for Forms, Surveys, and Quizzes
    You can now enable the progress bar so users can track how far along they are, just like you can in Tutorials.
  • New button/modal widget
    Want to add your Form, Survey, or Quiz to a webpage, but don’t want to embed it right in the page because it takes up too much space? No problem! Use this new widget to add a button to your page, which pops up a modal window when clicked.
  • Field Rules in Tutorials
    Show/Hide any fields in your tutorials based on patrons’ response. Want to show hints when patrons are struggling? You can! Hide tutorial topics that patrons already know about? Check. The possibilities are endless….

Fixes

  • Reports:
    • Usability improvements such as freezing the top row (field name) so it stays visible when working with long reports.
    • Keyword Filtering submissions was reworked to more easily filter through a lot of data.
    • Performance improvements for forms that have a lot of submissions.
    • The Date field now displays in the same format you selected for that field.
    • You can now filter by date and/or submission’ metadata (e.g. IP and referrer) in addition to the usual filters.
  • Concurrent editing check: if you click save for an item that was edited by someone else after you initially opened it, you’ll get an error message instead of overwriting their change.
  • Want to right click a link for a form or report and open it in a new window? Go for it – now you can.
  • Various accessibility fixes.

Upcoming LibWizard Training Sessions:

Check out our recorded sessions!

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LibStaffer

This release we have a couple of fixes and some exciting info to share. First, the fixes!

  • We’ve corrected an issue where manually typing in dates into the date search on the Dashboard for ‘My Upcoming Shifts’ and ‘Open Shifts’ would not return any results.
  • We’ve corrected an issue with Autoscheduler and scheduling a maximum of 2 shifts per day with non back-to-back shifts.

Now the excitement! Although we will not be releasing any major features or functionality for LibStaffer in this release, we’ve been working meticulously behind the scenes to bring you an awesome new feature that involves a lot of back end work. Multi-language selection is coming! The feature converts all of the system generated text in LibStaffer (including the public calendar view and public calendar widget) to the language selected. We will initially support a select few languages, then take requests for additional languages for inclusion in future releases. Your help with creating the translations is always welcome and appreciated!

Upcoming LibStaffer Training Sessions:

Check out our recorded sessions!

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LibAnswers

We’re continuing to chug away at Co-Op related functionality, but have several fixes to share in the meantime:

  • Admin-level users can no longer delete their own accounts – this prevents the situation where an admin is cleaning up site records and inadvertently deletes their own account, which effectively locks you out of the site (oops!). To see this in action head to Admin > Accounts and note how you can’t delete yourself. 🙂
  • In an effort to make it easier to locate the LibAnswers queue question form, we’ve added links on various admin settings pages (including the overall Admin list of queues) to help you locate where the public question form lives. To see this in action, admins can head to Admin > Queues.
  • Previously in Reference Analytics, if you filtered a list of transactions by a search term in the internal note field, and then exported those results, the resulting export was returning all results. We’ve updated this so that now the export will return just the filtered results.
  • When logging into LibChat, the Settings tab is now the default tab you see (vs. the Chat tab). This change relates to upcoming Co-Op related functionality. Review / select what you want to monitor and head on over to the Chat tab!
  • We fixed an issue in the chat widget builder – the {{ domain }} template tag will now work properly in widget builder view. It’s always worked correctly in the live widget itself, this issue only impacted viewing the widget in the widget builder.
  • We’ve fixed an issue where, in some cases, if you had LibChat running on one computer and then signed yourself out and then in again from another computer, you could show as “offline” to internal departments. This has now been fixed, so online/offline toggles should now work as expected.

Upcoming LibAnswers Training Sessions:

We have a bunch of LibAnswers sessions for you this month, including sessions at some different times than our usual! See our whole calendar for the month of August for dates and times. Sessions include:

  • Planning Your LibAnswers Site Workshop
  • Setting Up Queues & Answering Tickets
  • Personal Chat Settings & Views
  • LibChat Setup & Answering Chats
  • Best Practices for FAQs
  • Customizing Your LibChat Widgets
  • …and more!

Also check out our recorded sessions!

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LibCRM

While the list of new features and fixes may be short for this LibCRM release, a lot has happened on the back end to improve the structure of the system. The back end updates mainly relate to overhauling the back end API (not visible to customers), which will help us improve and create fantastic new features and functions in the future.

Projects

No more do you have to create projects from scratch. Instead use the powerful new Project Templates option, which allows you to create and copy templates! Head to Projects > New Project > and check the “Is This a Template?” checkbox to create a new template. Once the template is created, you can then head to Projects > Template Projects to see the full list and edit or delete them. Click the name of the template to add related tasks. When this template is used to create a new project, all of those tasks are copied into the new project – a huge time saver!

Other Updates & Improvements

  • Data Imports now better handle errors and duplicate records.
  • Reports: In this release we focused on Custom Fields Filters in Projects. We made improvements to the date type field and fixed where the system was not removing selected conditions and/or values when a new search is performed.

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That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2019. We are always here for you if have any suggestions or questions.